Recent Press

Our consistently out-performing portfolio gains significant industry attention. Below is a collection of our mentions organized by year.

2010 Mentions

Investors Thrive During The Lost Decade

AFBA, January 26, 2010

"Over the last ten years, the S&P 500 Index has lost nearly -1.0% annually as of December 31, 2009. On a cumulative basis, S&P 500 investors saw their account balance fall over -9%.

However, that was not the case for AFBA 5Star Balanced Fund shareholders. Over the same period, the Fund produced an average annual return of +5.7%, or in cumulative terms, gained over +70% for the period."

Q&A With The Management Teams Of The FBR Balanced Fund

FBR Mutual Funds, April 2010

An interview with The London Company’s Stephen Goddard, CFA and Jonathan Moody on their current equity market outlook and recent portfolio changes in the equity sleeve of the Fund.

Real Estate Stocks Trade at Bargain Prices

TheStreet.com, May 25, 2010

Stephen Goddard participates in TheStreet's Fund Manager Five Spot, where America's top mutual fund managers give their best stock picks and views on the market in a five-question format.

The London Company's Small Cap Core fund named a Top Gun

PSN, September 1, 2010

The London Company's Small Cap Core fund was named a Top Gun for the period ending June 30, 2010.

2009 Mentions

13 Funds on Marathon Winning Streaks

SmartMoney, March 27, 2009

The AFBA 5 Star Balanced fund, which The London Company manages as an equity advisor, was one of only 13 funds to outperform the market every year since 2002.

5 Star Balanced Fund

AFBA, July, 31 2009

An update on the AFBA 5 Star Balanced Fund.

2008 Mentions

AFBA 5Star Balanced Fund

Lipper Fund Award, 2008

The Lipper Fund Awards Program highlights funds that have excelled in delivering consistently strong risk-adjusted performance relative to its peer group. Lipper Fund Awards are given annually to the top-ranking mutual funds in 21 countries in Asia, Europe, and the United States and are among the best performance-rated funds of the 130,000 funds Lipper tracks globally.

Follow the Money

CNBC, April 15, 2008

Picking stocks, with Stephen Goddard, AFBA Five Star Fund and CNBCs Margaret Brennan (Video).

IBM Gains After Palmisano's Forecast Defies Slowdown

Bloomberg, April 17, 2008

Stephen Goddard is quoted regarding IBM's 2008 profit projection in his capacity as the portfolio manager for the AFBA 5Star Balanced Fund.

Star Fund Managers Can't Agree on Market

TheStreet.com, April 21, 2008

Stephen Goddard is one of eight fund managers, all of whom lead funds defined by mutual fund rating service Lipper as "Lipper Leaders", who met in midtown Manhattan to share their thoughts on investments.

Dividends Are Sexy Again

CNBC, July 21, 2008

Stephen Goddard, portfolio manager of the AFBA Five-Star Balanced Fund, shares his best dividend plays (Video).

Seeking balance sheet gold

Investment News, September 1, 2008

"The current uncertainty surrounding the equity markets and the overall economy, tied largely to the troubled banking industry, is playing right into the hands of Stephen Goddard, co-portfolio manager of the $80 million AFBA 5 Star Balanced Fund (AFSAX)."

2005 Mentions

Scoring with a Few Good Stocks

BusinessWeek, March 29, 2005

Companies with low volatility and high predictability are what London Co.'s Stephen Goddard focuses on for his New Market Fund.

World's Best Money Managers

Nelson Marketplace, November 14, 2005

The London Company was ranked #6 in the "U.S. Large-cap Growth & Value Equity" category.

2004 Mentions

Money Manager Interview: Stephen M. Goddard

The Wall Street Transcript, May 10, 2004

An interview with Stephen Goddard by The Wall Street Transcript.

Dining At The "Buffett" Table

Standard and Poor's Investor Insight, March 9, 2004

"Stephen Goddard is a great admirer of investment guru Warren Buffett. In fact, he is so enamored that Goddard's mutual fund, the $6-million World Funds: New Market Fund (AVMIX), has a 23% stake in Buffett's Berkshire Hathaway B (BRK.B)."

Payout Power

Barron's, November 22, 2004

"Though some would consider it unduly prosaic, Stephen Goddard, founder and managing director of The London Co., a Richmond, Va. money manager, is arguing that the recent spate of payouts - from Microsoft's $3 a share dividend to dividend increases by the likes of Bank of America and McDonald's - highlights a key point: The prodigious pile of cash upon which some companies are sitting will increasingly find its way into the pockets of investors, rather than corporate managers."

Meaningful positions: New Market manager likes Berkshire, Altria, Tejon Ranch

CBS MarketWatch, November 26, 2004

"Stephen Goddard's investment strategy flies in the face of that conventional market wisdom. As lead manager of The New Market Fund (AVMIX), Goddard concentrates his bets, with the fund's top 10 investments usually accounting for close to half the portfolio."

The Decade of the Dividend?

BusinessWeek, December 28, 2004

From BusinessWeek's "Investing Q&A" section, featuring an interview of Stephen Goddard by Jack Dierdorff.

New Market Fund Quarterly Review

New Market Fund, December 31, 2004

The 2004 fourth quarter review for the New Market Fund.

2003 Mentions

Q&A Interview

Conservation Concentration, July 1, 2003

An interview with Stephen Goddard by Conservation Concentration.